Michael S. Battey
Profile
Mr. Michael S.
Battey is a Managing Director & Senior Relationship Manager at Atlantic Trust Private Wealth Management.
Prior to that, he was head of the San Francisco office for DLJ Asset Management Group and spent over nine years in various senior leadership positions at Bessemer Trust, culminating in opening and running Bessemer’s San Francisco office and overseeing its Los Angeles office.
Prior to that, he was an executive recruiter with Russell Reynolds Associates focusing on asset management and private equity searches and a credit analyst and lending officer at Bankers Trust Company and the Chemical Bank focusing on the energy, financial institution and utility sectors.
Mr. Battey holds a BA from Williams College and is also a graduate of the ABA National Trust School at Northwestern University.
Additionally, he is a member of the Executive Committee and Investment Committee Chairman at the St. Francis Foundation in San Francisco, on the board of directors of the Ross School Endowment and an active alumni fundraiser for Deerfield Academy.
Former positions of Michael S. Battey
| Companies | Position | End |
|---|---|---|
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Corporate Officer/Principal | 2010-11-10 |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Analyst-Equity | - |
Russell Reynolds Associates, Inc.
 Russell Reynolds Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Russell Reynolds Associates, Inc. provides executive recruitment services. Its services include chief executive officer and board advisory services, culture assessment, executive search, global supply chain and leadership assessment. The company was founded in 1969 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Bessemer Trust Co., NA
 Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Corporate Officer/Principal | - |
DLJ Asset Management Group, Inc.
 DLJ Asset Management Group, Inc. Life/Health InsuranceFinance Part of AXA SA, DLJ Asset Management Group, Inc. markets life, property, and casualty insurance and also conducts asset management services. The company is based in New York, NY. | Corporate Officer/Principal | - |
Training of Michael S. Battey
| Williams College | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 5 |
|---|---|
Bessemer Trust Co., NA
Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Finance |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Finance |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
Russell Reynolds Associates, Inc.
Russell Reynolds Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Russell Reynolds Associates, Inc. provides executive recruitment services. Its services include chief executive officer and board advisory services, culture assessment, executive search, global supply chain and leadership assessment. The company was founded in 1969 and is headquartered in New York, NY. | Commercial Services |
DLJ Asset Management Group, Inc.
DLJ Asset Management Group, Inc. Life/Health InsuranceFinance Part of AXA SA, DLJ Asset Management Group, Inc. markets life, property, and casualty insurance and also conducts asset management services. The company is based in New York, NY. | Finance |
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